Triad Wealth Partners’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Triad Wealth Partners’s Portfolio JAJL Stock Details JAJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.53M	Sell	121,273 -2,115	-2%	-$61.7K	0.28%	71
2025 Q4	$3.59M	Buy	123,388 +72,870	+144%	+$2.1M	0.34%	65
2025 Q3	$1.45M	Buy	50,518 +23,469	+87%	+$667K	0.19%	87
2025 Q2	$762K	Buy	27,049 +8,929	+49%	+$245K	0.15%	104
2025 Q1	$492K	Buy	+18,120	New	+$496K	0.15%	106

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

Triad Wealth Partners's JAJL Position: Q1 2026 in Review

Triad Wealth Partners reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 1.7% in Q1 2026, selling an estimated $61.7K and leaving 121,273 shares worth $3.53M. The position accounts for 0.28% of the portfolio, ranked #71.

Triad Wealth Partners first reported a position in JAJL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.59M in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

Triad Wealth Partners held 121,273 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $3.53M as of Q1 2026.
Triad Wealth Partners sold 2,115 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $61.7K.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.28% of Triad Wealth Partners's portfolio in Q1 2026, its #71 holding.
Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q1 2025 and has held it in 5 quarters since.
Triad Wealth Partners's Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $3.59M in Q4 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.